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| Provider | Service type | Compensation |
|---|---|---|
VALMARK ADVISERS INC2 years Filed as: VALMARK ADVISORS, INC. Service code 26 · EIN 31-1509466 | Advisory (Participants) | $16,369 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,147 | $50,385-2.5% | $75,670-35.1% | $62,293-21.1% |
| Participation rate | 67.7% | 67.7%0pp | 72.3%-4.7pp | 69.5%-1.8pp |
| Annual return | 17.89% | 19.90%-2.0pp | 27.34%-9.4pp | 28.90%-11.0pp |
| Employer contribution / active EE | $952 | $1,537-38.1% | $2,352-59.5% | $2,042-53.4% |
| Participant deferral / active EE | $2,562 | $2,445+4.8% | $3,142-18.5% | $3,169-19.1% |
| Admin fee / account holder | $2 | $384-99.5% | $5,800-100.0% | $479-99.6% |